Nelson Peltz - Trian Fund Management
35 trades
· 27 closed
· 8 open
· Win rate: 68.6%
· Avg return: +37.4%
· Median return: +14.3%
| Stock | Entry Quarter |
Entry Price |
Exit Quarter |
Exit / Current Price |
Return | Status | Filings |
|---|---|---|---|---|---|---|---|
| Q3 2021 | $64.19 | Open | $353.73 | +451.07% | Open | History | |
| Q2 2013 | $28.53 | Q2 2023 | $72.94 | +155.66% | Closed | History | |
| Q3 2020 | $11.41 | Open | $28.73 | +151.80% | Open | History | |
| Q2 2015 | $36.10 | Q4 2022 | $76.45 | +111.77% | Closed | History | |
| Q1 2021 | $119.59 | Open | $234.68 | +96.24% | Open | History | |
| Q2 2013 | $32.15 | Q4 2014 | $50.03 | +55.61% | Closed | History | |
| Q2 2013 | $93.79 | Q2 2017 | $144.19 | +53.73% | Closed | History | |
| Q4 2016 | $84.08 | Q3 2022 | $126.32 | +50.24% | Closed | History | |
| Q2 2024 | $52.88 | Open | $76.28 | +44.25% | Open | History | |
| Q4 2013 | $44.19 | Q1 2015 | $61.17 | +38.42% | Closed | History | |
| Q2 2019 | $38.28 | Q1 2020 | $48.85 | +27.61% | Closed | History | |
| Q2 2013 | $5.83 | Open | $7.42 | +27.27% | Open | History | |
| Q2 2013 | $62.31 | Q2 2015 | $78.83 | +26.51% | Closed | History | |
| Q4 2021 | $41.94 | Open | $51.95 | +23.87% | Open | History | |
| Q1 2026 | $14.95 | Open | $18.51 | +23.81% | Open | History | |
| Q3 2023 | $66.05 | Q1 2024 | $81.18 | +22.91% | Closed | History | |
| Q2 2013 | $81.79 | Q4 2015 | $99.92 | +22.17% | Closed | History | |
| Q4 2022 | $86.88 | Q2 2024 | $99.29 | +14.28% | Closed | History | |
| Q2 2013 | $31.01 | Q1 2016 | $34.68 | +11.83% | Closed | History | |
| Q3 2020 | $43.36 | Q4 2021 | $47.17 | +8.80% | Closed | History | |
| Q3 2018 | $109.13 | Q2 2019 | $116.71 | +6.95% | Closed | History | |
| Q2 2014 | $37.48 | Q2 2020 | $38.65 | +3.12% | Closed | History | |
| Q2 2013 | $72.86 | Q1 2016 | $73.35 | +0.67% | Closed | History | |
| Q4 2016 | $37.66 | Q4 2018 | $37.78 | +0.33% | Closed | History | |
| Q2 2013 | $37.91 | Q2 2013 | $37.91 | +0.00% | Closed | History | |
| Q3 2015 | $6.47 | Q3 2015 | $6.47 | +0.00% | Closed | History | |
| Q2 2024 | $29.65 | Q2 2024 | $29.65 | +0.00% | Closed | History | |
| Q2 2013 | $65.21 | Q2 2013 | $65.21 | +0.00% | Closed | History | |
| Q2 2013 | $44.21 | Q1 2014 | $44.02 | -0.43% | Closed | History | |
| Q2 2024 | $61.73 | Q2 2025 | $60.56 | -1.90% | Closed | History | |
| Q2 2013 | $55.52 | Q3 2015 | $50.77 | -8.56% | Closed | History | |
| Q2 2024 | $60.02 | Q2 2025 | $54.37 | -9.41% | Closed | History | |
| Q1 2023 | $82.03 | Open | $61.66 | -24.83% | Open | History | |
| Q2 2018 | $25.10 | Q3 2020 | $17.69 | -29.52% | Closed | History | |
| Q3 2015 | $25.22 | Q2 2021 | $13.46 | -46.63% | Closed | History |
Entry/exit prices and returns are split-adjusted to today's share basis.
The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split
quarter's price will look higher than the split-adjusted entry above.